White Papers

Avoid CRM Health Risk

There may be a highly virulent and widespread tendency spreading through your organization. For more than twenty years, I have observed it in many corporations, particularly banks and financial institutions. It is something that must be brought under control as quickly as possible if you want to have a healthy, sustainable CRM (Customer Relationship Management) system that delivers true competitive advantages and on-going profitability ‘improvements’

Read More.

Bank Wide CRM Strategy

Ambit Soft ware has completed CRM imple mentations for numerous national, international and regional banks around the world over the past 20 years. This experience has led to an understanding that CRM systems must be modified to meet the unique needs of the financial institution. In other words, the system must meet your needs rather than requiring you to meet the needs of the system. Our experience has convinced us that in order to be successful CRM implementation projects must accomplish five ‘things’

Read More

Building A Strong CRM Strategy

It is vitally important that you know wheth er your CRM implementation is tracking toward success or something ‘less’

Read More

CRM and GTM

A CRM imp lementation must take into con sideration how you plan to execute your go-to-market strategy. The go-to market execution plan can be defined by a three step process. First, you must refine the positioning of your products and services to reflect current market conditions. Concurrence must be gained at all levels of management on the positioning you will be going to market ‘with’

Read More

CRM On The Cloud

SaaS (software as a service) cloud computing is the latest technology being advanced for implementing CRM solutions for organizations large and small. Is this just another techno-fad or is there really something to it? I will answer that question by reviewing the three choices available for implementing CRM systems— their advantages and ‘disadvantages’

Read More

CRM Success - How To Measure it

It is vitally important that you know wheth er your CRM implementation is tracking toward success or something less. To do that you will need to, Have an operational definition of success that will allow you to measure it. Identify the metrics you will use to determine if the goals of your implementation are being met. Build a CRM Success Matrix that serves as a tool for establishing your current level of performance and for setting quantifiable goals for making improvements. Understand which of these metrics can be used at various stages of your CRM system’s life cycle.

Read More

Customer Satisfaction is Key

In these lean times the ability to attract an d retain customers can prove a real competitive advantage over the competition. An effective CRM strategy helps companies attract and retain customers in today’s economic ‘climate’

Read More

Getting CRM Right

Some experts say that nearly 50% of all C RM installations do not live up to the customers’ expectations. That number may be high. However, no one would dispute that too many companies fail to implement a CRM system that would serve them best. Yours does not have to be one of them if you follow some simple guidelines. In over 500 implementations, we have found the following process to be effective more than 85% of the time when deploying CRM systems ranging from 50 to 1200 seats:

Read More

Implementing Your CRM Success

Ambit Software relies on a highly effective, proprietary methodology, which has resulted in a success rate greater than 85%, considerably higher than the CRM industry average. It addresses all stages of the project from initial proposal and statement of work through requirements gathering, system design, implementation and deployment, training and ongoing support. Ambit documents each stage in the process and obtains client agreement to ensure the objectives of the project are met within the constraints and ‘budget’

Read More

Vital Business Process Lessons

A deep economic downturn, like the one w e are coming through now, is like a vicious storm threatening everything in its path. The natural responses to such an event are instinctive—first protect what is most precious, then rebuild as quickly as possible but better and stronger than before.

Read More

Business Transformation with Cloud ERP

Learn how organizations can utilize cloud ERP technology to transform their business, and the best path to implementation

With increasing competition for customers and elevated expectations among clients, businesses must operate in the most efficient and profitable manner possible. Cloud-based ERP offers organizations the ability to transform their operations—and can catapult them past their competitors.

Read More

Two Tier ERP

A new kit shows you how to grow your divisions in the cloud while preserving on-premise ERP investments

Interest in two-tier ERP is rising as multinational, multi-company organizations confront questions of how to equip subsidiaries and divisions with integrated business management systems—without the large price tag and resources required for the SAP, Oracle or other ERP system they run at headquarters.

Read More

Upgrade from Quickbooks

Get your success kit to learn how you can take your growing business to the next level

Thank you for your interest in our Success Kit for Moving Beyond QuickBooks. Your business started out with QuickBooks, but is it the right solution to fuel the next stage of your business’s growth? Are you starting to hit the limits of QuickBooks today?

Read More

Upgrade from Peachtree

Get your success kit to learn how you can take your growing business to the next level

Thank you for your interest in our Success Kit for Moving Beyond Peachtree. Your business started out with Peachtree, but is it the right solution to fuel the next stage of your business’s growth? Are you starting to hit the limits of Peachtree today?

Read More

Upgrade from Great Plains

Get your success kit to learn how you can take your growing business to the next level

Thank you for your interest in our Success Kit for Moving Beyond Great plains. Your business started out with Great plains, but is it the right solution to fuel the next stage of your business’s growth? Are you starting to hit the limits of Great plains today?

Read More